Verified recordInvestment Management

Sean G.

Portfolio Manager at Unlock Investments

Based in Alamo, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Alamo

Industry

Investment Management

Company size

1

Contact information

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Email

1 credit

s•••••••@unlockinvestments.com

Phone

5 credits

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Background

About Sean G.

We offer investment advisors a pioneering investment management solution that pays you 2x your management fees and gives your clients additional diversification, inflation protection, and income. Thanks to the The All Weather Income Strategy, now you can grow your management fees WITHOUT having to gather more assets or find new clients. Simply allocate a 1% sliver of your suitable client portfolio into our SMA strategy and let us do the managing work for you. Say you typically charge per year to manage $100k of your client's portfolio. We will pay you per year to manage it for you. We make up for this by charging a performance fee on the back end, but only after your client has positive returns or outperforms the benchmark. Everybody wins. We are brutally competent investment managers. View our performance* here: https://bit.ly/4bCJ7UY Have your doubts? We suggest you start small and try it yourself before referring clients. Experience the trading income and client service we provide for yourself, this is how we onboard most of our clients. We also invest our own money. All trades occur within your own Charles Schwab account with options level 2 approval. We are happy to set it up for you. We recommend our clients run the strategy in an IRA for tax purposes. Questions? Email sean@unlockinvestments.com *Performance not guaranteed Copyright 2024. Unlock Investments LLC. All rights reserved. Clients must be a qualified individual or entity with a net worth of $2.2M prior to the investment in the fund (excluding the value of their primary residence) and must have an investment objective of speculation. Unlock Investments LLC (UI) is a California-registered investment adviser. UI may only transact business in states where it is registered or exempt or excluded from registration. Information presented is for educational purposes only and is not intended to provide specific investment advice or to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. Investments, including options trading, involve the risk of losing part or all of your investment, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. The performance results noted in the report are from Sean Gurson’s personal trading account, and do not reflect the performance of actual client accounts. Securities investments involve a risk of loss of part or all of your investment

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Sean G. Email & Phone Number @ Unlock Investments | Kipplo Discover